Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Hold
126,066
﹤0.01% 944
2025
Q1
$620K Buy
126,066
+11,838
+10% +$58.2K ﹤0.01% 902
2024
Q4
$804K Buy
+114,228
New +$804K ﹤0.01% 892
2024
Q1
Sell
-76,529
Closed -$502K 1099
2023
Q4
$502K Buy
+76,529
New +$502K ﹤0.01% 942